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Order Prep Sheet schoolmagnets.com 1. Pick Your Design Browse our designs and pick which one you would like to personalize with your color, imprints, and/or images. Designs layout number 2. Prepare
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How to fill out order prep sheet
How to fill out an order prep sheet:
01
Start by gathering all the necessary information.
1.1
Make sure you have the customer's contact details, such as name, phone number, and email address.
1.2
Have the item or product specifications, including size, color, quantity, and any specific requirements.
02
Fill in the customer's details.
2.1
Write the customer's name and contact information at the top of the order prep sheet.
2.2
Include any important notes or special instructions provided by the customer.
03
Record the item details.
3.1
List each item being ordered.
3.2
Include relevant information such as the item's name, SKU, description, and price.
3.3
If necessary, note any variations or options chosen by the customer.
04
Calculate the total cost.
4.1
Add up the prices of all the items being ordered.
4.2
Include any additional fees or taxes if applicable.
4.3
Provide an overall total for the customer's reference.
05
Specify the shipping and delivery details.
5.1
Write down the customer's preferred shipping method, such as standard, expedited, or pick-up.
5.2
Record the delivery address if applicable.
5.3
Note any important deadlines or delivery instructions provided by the customer.
06
Include any special requests or notes.
6.1
If the customer has any particular requests or additional information, jot them down in a designated area on the order prep sheet.
6.2
This could include gift wrapping, specific delivery instructions, or any other relevant details.
Who needs an order prep sheet:
01
Small business owners or entrepreneurs.
1.1
Having an order prep sheet ensures that all necessary information is recorded accurately and consistently, which helps in managing orders efficiently.
02
Employees involved in order processing.
2.1
Order prep sheets serve as a guide for staff members responsible for fulfilling customer orders, ensuring they have all the necessary information at hand.
03
Customers who want to keep track of their orders.
3.1
Customers may find it useful to have an order prep sheet as a reference, providing them with a summary of their order details for their records.
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What is order prep sheet?
The order prep sheet is a document used to outline the steps and instructions necessary to prepare an order for fulfillment.
Who is required to file order prep sheet?
The person or team responsible for preparing and processing orders is required to file the order prep sheet.
How to fill out order prep sheet?
To fill out the order prep sheet, one must enter relevant information such as customer details, order items, quantity, special instructions, and shipping details.
What is the purpose of order prep sheet?
The purpose of the order prep sheet is to ensure that orders are accurately processed and fulfilled in a timely manner.
What information must be reported on order prep sheet?
Information such as customer name, order items, quantity, special instructions, and shipping details must be reported on the order prep sheet.
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